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Roth - New Portfolio

Seth Cohen

Roth
Individual Investor
Ranked #539,853 out of 793,704 TipRanks' Investors
Success Rate
49%
33 out of 68
profitable transactions
Average Return
-5.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.56%
6-Month Return▼ 9.49%
12-Month Return-
YTD Return▼ 7.82%
Total Return▼ 7.31%

Best Trade

Opened at
Closed at-
Gain▲ 40.72%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.03%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.41%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 5.56%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.23%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 10.00%▼ 0.89%▼ 2.32%
▲ 26.01%▲ 5.96%▲ 6.09%
▲ 5.33%▼ 2.41%▼ 5.03%
▲ 5.89%▲ 2.69%▲ 2.11%
▼ 12.86%▼ 1.27%▼ 4.41%
▲ 3.73%▼ 4.27%▼ 5.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
▲ 2.96%
2
Close
Mar 20, 2025
Costco
5.36%
▲ 5.21%
3
Buy
Mar 20, 2025
iShares Russell 1000 Growth ETF
▲ 1.73%
2
Close
Mar 20, 2025
Alphabet Class C
6.87%
▼ 4.15%
3
Buy
Mar 20, 2025
IonQ
2.03%
▲ 11.87%
1
Open
Mar 20, 2025
Marvell
1.73%
▼ 7.99%
1
Open
Mar 20, 2025
Intuitive Surgical
1.93%
▲ 3.27%
1
Open
Mar 20, 2025
Vanguard Total World Stock ETF
▲ 7.60%
2
Close
Feb 10, 2025
Nvidia
8.7%
▼ 10.00%
3
Buy
Feb 10, 2025
Microsoft
5.21%
▼ 5.72%
3
Buy
Feb 10, 2025
Symbotic
1.72%
▼ 28.05%
2
Buy
Feb 10, 2025
Procter & Gamble
▼ 3.86%
2
Close
Jan 16, 2025
Verizon
▼ 3.34%
4
Close
Dec 23, 2024
Datadog
5.39%
▼ 19.38%
2
Buy
Dec 23, 2024
SoundHound AI, Inc Class A
0.02%
▼ 56.53%
1
Open
Dec 23, 2024
Vanguard Total International Stock ETF
▼ 0.32%
2
Close
Nov 28, 2024
SPDR Portfolio S&P 500 ETF
1.02%
▼ 4.68%
1
Open
Nov 26, 2024
Akoya Biosciences
▼ 18.55%
3
Close
Nov 22, 2024
Advanced Micro Devices
3.86%
▼ 27.50%
3
Buy
Nov 22, 2024
ChargePoint Holdings
▼ 35.75%
2
Close
Nov 22, 2024